Boart Longyear Company 401(K) Savings Plan — Form 5500 plan (Boart Longyear Company)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Boart Longyear Company 401(K) Savings Plan is a benefit plan reported by Boart Longyear Company under EIN 87-0503343 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,941 participants and $128,432,771 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boart Longyear Company
- EIN
- 87-0503343
- Plan number
- 005
- Plan type
- 2
- Location
- West Valley, UT
- Latest filing year
- 2023
- Participants
- 1,941
- End-of-year plan assets
- $128,432,771
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,941 | H, C | 20241014143930NAL0015123779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $128,432,771
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $128,432,771
- Net assets (BOY)
- $107,542,219
Income & contributions
- Employer contributions
- $2,687,886
- Participant contributions
- $8,060,878
- Total contributions
- $13,035,562
- Total income / additions
- $36,727,996
Expenses & distributions
- Benefits paid
- $15,724,703
- Administrative expenses
- $86,384
- Total expenses
- $15,837,444
- Net increase / (decrease)
- $20,890,552
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captrust Financial Advisors | CONSULTANT | $70,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $40,058 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$23,674 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boart Longyear Company
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in West Valley, UT
- Captrust Financial Advisors — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation